APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.66M
3
+$5.11M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.55M
5
ONEY icon
SPDR Russell 1000 Yield Focus ETF
ONEY
+$3.31M

Top Sells

1
+$3.58M
2
+$3.03M
3
+$2.74M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.33M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Technology 7.55%
2 Consumer Discretionary 6.46%
3 Healthcare 3.68%
4 Communication Services 2.47%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$692K 0.32%
2,057
+177
77
$685K 0.32%
11,335
+228
78
$685K 0.32%
1,569
+10
79
$654K 0.3%
20,985
+9,785
80
$654K 0.3%
82,110
+1,650
81
$621K 0.29%
15,837
82
$616K 0.28%
14,858
-10,686
83
$599K 0.28%
3,448
-285
84
$596K 0.28%
14,708
+3,040
85
$580K 0.27%
23,984
-2,220
86
$575K 0.27%
24,282
87
$573K 0.26%
13,653
+2,592
88
$571K 0.26%
2,540
+2
89
$555K 0.26%
6,400
90
$552K 0.26%
11,300
+6,545
91
$547K 0.25%
5,008
92
$530K 0.25%
11,359
-2,580
93
$525K 0.24%
25,085
-1,147
94
$515K 0.24%
110,574
+115
95
$477K 0.22%
16,220
+740
96
$463K 0.21%
9,120
97
$446K 0.21%
3,080
+240
98
$421K 0.19%
134,415
-19,795
99
$404K 0.19%
2,002
+2
100
$398K 0.18%
3,477
-1,721
2 3
4
5 6